| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROOSEVELT INVESTMENT GROUP LLC | 76,115 | 1,996,000 | 42.76% | ||
| 2 | AMERIPRISE FINANCIAL INC | 67,697 | 1,775,000 | 38.02% | ||
| 3 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24,228 | 635,000 | 13.60% | ||
| 4 | CAPSTONE ASSET MANAGEMENT CO | 10,000 | 262,000 | 5.61% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
